Wolf Group Capital Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.32M | Sell |
27,621
-7,130
| -21% | -$598K | 0.78% | 38 |
|
|
2024
Q4 | $1.55M | Hold |
34,751
| – | – | 0.75% | 50 |
|
|
2024
Q3 | $1.55M | Buy |
34,751
+4,591
| +15% | +$204K | 0.74% | 51 |
|
|
2024
Q2 | $1.81M | Sell |
30,160
-4,591
| -13% | -$275K | 0.71% | 49 |
|
|
2024
Q1 | $1.55M | Hold |
34,751
| – | – | 0.74% | 51 |
|
|
2023
Q4 | $1.55M | Buy |
34,751
+734
| +2% | +$32.7K | 0.73% | 51 |
|
|
2023
Q3 | $1.45M | Sell |
34,017
-734
| -2% | -$31.3K | 0.69% | 53 |
|
|
2023
Q2 | $1.43M | Sell |
34,751
-1,166
| -3% | -$48.1K | 0.71% | 52 |
|
|
2023
Q1 | $1.63M | Sell |
35,917
-805
| -2% | -$36.6K | 0.81% | 47 |
|
|
2022
Q4 | $1.67M | Buy |
+36,722
| New | +$1.67M | 0.79% | 48 |
|